Introducing New Clio Functionality & Customization

We’re happy to introduce a new set of user-requested improvements to Clio functionality that will increase customization. First, Clio users are now able to set permissions on tasks, and view public firm-wide tasks. If you want a task to only be viewed by yourself, simply set the ‘Permissions’ to ‘Private’ at the time of creation. Otherwise, the task will be viewed as part of the firm-wide list.

To view the firm-wide list, simply use the ‘More’ button on the Task list and set the ‘Assigned By,’ ‘Assigned To’ and ‘Responsible Attorney’ fields to ‘All Users.’ You now have an overview of all active tasks within the firm!

Next, administrators now have the ability to edit how date and time are entered and displayed within Clio, giving you greater customization depending on firm preferences. To change your Date and Time preferences, navigate to ‘Account Options’ from within the Settings menu. You’ll see the new options there.

Lastly, users can now attach documents directly to Secure Messages for an efficient and simple way of sharing information with clients or other attorneys via Clio Connect.